Map Case Workflow States

Workflow is company-specific and your company may not use all the Workflow states.

You can map all the site-specific workflow states to the following default groups for the purpose of grouping outputs of certain reports:

• Archiving States— All workflow states that are considered as archived/closed in Oracle Argus Safety.
• Data Entry Complete— All workflow states that indicate completion of data entry in Oracle Argus Safety.
• Assessment Complete— All workflow states that indicate completion of event assessment in Oracle Argus Safety.
• Approval Complete — All workflow states that indicate that the case is ready for reporting after being locked in Oracle Argus Safety.

Although the workflow mappings are preconfigured during the installation of Oracle Argus Insight, you can modify them by adding or removing workflow states from a group as required. However, you cannot add more groups or delete existing ones.

To configure workflow management for the Argus Insight application:

1. Click Tools on the global toolbar.

   The ADMINISTRATION TOOLS page appears.

2. Click the List Maintenance tab.
3. From the List Maintenance Items section, select Workflow Management.

   The Attributes section is updated with the existing workflow groups.

4. Select a workflow group to change, and click Modify.

   The Workflow Metrics - <selected workflow name> dialog box appears.

5. Modify the mappings.
   • To add a new workflow state to the group, select a state from the list on the left and click the right arrow (>).
   • To remove a workflow state from the group, select a state from the list on the right and click the left arrow (<).
6. Click OK to save the changes.